See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,694 | $79,944+118.5% | $98,439+77.5% | $75,163+132.4% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.2%+20.7pp | 67.2%+28.7pp |
| Annual return | 21.71% | 19.75%+2.0pp | 21.16%+0.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,074 | $2,264+124.2% | $3,048+66.5% | $2,670+90.1% |
| Participant deferral / active EE | $6,245 | $3,752+66.5% | $4,738+31.8% | $4,125+51.4% |
| Admin fee / account holder | $19,614 | $6,840+186.8% | $8,948+119.2% | $5,651+247.1% |